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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
| GA | RA | APPROVED | 2026-06-29 |
Branch Locations
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advocacy Wealth Management, Llc | Atlanta | GA | 03/2026 | Present |
| Holder Construction | Atlanta | GA | 06/2024 | 03/2026 |
| Georgia Southern University (Student) | Statesboro | GA | 08/2020 | 05/2024 |
| Student | Roswell | GA | 05/2016 | 06/2020 |
| Sears Pool Management Consultants | Roswell | GA | 05/2018 | 08/2019 |
| Fresh Prints | Statesboro | GA | 06/2022 | 01/2024 |
| Mercedes-Benz Usa | Atlanta | GA | 06/2023 | 08/2023 |
| Cady Design Studio | Alpharetta | GA | 05/2021 | 08/2021 |
| El Jalepeno | Statesboro | GA | 05/2022 | 06/2023 |
| 5Th Quarter Bar & Grill | Statesboro | GA | 08/2023 | 05/2024 |
| Bites In The Boro | Statesboro | GA | 07/2022 | 08/2022 |
Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 5/2026, 0 hrs / month during securities trading hours. Duties: No insurance related duties at present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-30 |
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